Financial ADVSR advisor directory · SEC adviser records
Portfolio Advisory Council,l.l.c. financial advisors in Houston, TX
Every SEC-registered investment adviser representative at a Portfolio Advisory Council,l.l.c. office in Houston, A to Z.
The short answer
6 registered advisors work at Portfolio Advisory Council,l.l.c. in Houston, out of 6 at the firm nationwide; it ranks number 119 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.
Portfolio Advisory Council,l.l.c. advisors in Houston, A to Z
Every Portfolio Advisory Council,l.l.c. advisor →- James W. HamiltonInvestment adviser rep
- John C. HusbandsInvestment adviser rep
- Wendy E. KormanCertified Financial Planner, Personal Financial Specialist
- Clifton F. MoranInvestment adviser rep
- Jerry M. SmithInvestment adviser rep
- William T. Sutton Jr.Investment adviser rep
Portfolio Advisory Council,l.l.c. advisors in every city and state →Portfolio Advisory Council,l.l.c.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Houston
All Houston advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 364Morgan Stanley 304J.P. Morgan Securities LLC 301Valic Financial Advisors, Inc. 213UBS Financial Services Inc. 186Wells Fargo Clearing Services, LLC 161Strategic Advisers LLC 141Ameriprise Financial Services, LLC 136LPL Financial LLC 128Raymond James & Associates, Inc. 86Cetera Investment Advisers LLC 76Pfs Investments Inc. 76
Questions
How many financial advisors does Portfolio Advisory Council,l.l.c. have in Houston?
6 investment adviser representatives are registered at Portfolio Advisory Council,l.l.c. offices in Houston, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Is Portfolio Advisory Council,l.l.c. one of the largest advisor employers in Houston?
Portfolio Advisory Council,l.l.c. ranks number 119 in Houston by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 364.
How do I check a Portfolio Advisory Council,l.l.c. advisor in Houston?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Portfolio Advisory Council,l.l.c. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.